At Edge, a low client to advisor ratio allows for personal and customized service for each individual. Our goal is to work as a team for each client to provide not only portfolio management but wealth coordination and financial planning. We make every effort to have frequent communication with our clients and to provide timely response to calls and emails. I also enjoy spending time with my wife and three kids, following Chicago sports, enjoying ethnic cooking, and serving as a school board member for Norridge School District 80.

Dream Vacations Are a Matter of Money and Age

What’s your idea of a dream vacation? The answer is likely to depend on how old or rich you are. Learn more about the results of our latest monthly survey.

Fri, 05/03/2013 | BY Adriana Reyneri

What’s your idea of a dream vacation? The answer depends on how old and rich you are, according to the results of the latest monthly survey from Spectrem’s Millionaires Corner.

A European tour is the most often-cited dream vacation of high net worth Millionaires – those with $5 million up to $25 million to invest, according to our April survey. An all-inclusive resort is the top pick of less affluent individuals – those with under $100,000 to invest. Older investors were also more likely to favor a trip to Europe, while younger folk preferred an all-inclusive experience.

Many American workers leave vacation days on the table. Click here to learn more.

Budgetary constraints may help explain the varying definitions of a dream vacation. Close to one-fourth of less affluent investors – compared to 5 percent of high net worth Millionaires – do not plan to take a vacation at all and 36 percent plan to spend less than $2,000 on travel this year. In comparison, more than 80 percent of high net worth Millionaires plan to spend $5,000 or more on vacations in 2013, including 29 percent who intend to spend $15,000 or more.

High gas prices limit the travel plans of many Americans. Click here to learn more.

More alternative types of vacations – such as a visit to an emerging nation, eco-tourism and service travel – had the highest appeal among single investors and those ages 40 and younger. Older investors and those who are married are more likely to describe a dream vacation as a visit to friends and family.

Least likely to be cited as a dream vacation by both high net worth and less affluent investors are an educational trip (13 percent and 8 percent, respectively) and service travel or a volunteer vacation (6 percent and 5 percent, respectively).